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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,342 | $110,410-5.5% | $102,437+1.9% | $145,897-28.5% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | 17.35% | 24.85%-7.5pp | 24.95%-7.6pp | 552.29%-534.9pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,112 | $5,622-80.2% | $5,060-78.0% | $6,689-83.4% |
| Admin fee / account holder | $19,684 | $9,745+102.0% | $8,388+134.7% | $13,390+47.0% |